moex-vibe/apps/frontend/src/pages/broker/brokerDisplay.ts

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import type { BrokerOperation, BrokerPosition } from '../../api/responses';
export type BrokerPositionGroup = 'shares' | 'bonds' | 'other';
export type BrokerOperationImpact = 'adds' | 'reduces' | 'neutral' | 'unknown';
type BrokerInstrumentLinkInput = {
ticker: string | null;
instrumentType: string | null;
classCode: string | null;
};
const STOCK_CLASS_CODES = new Set(['TQBR']);
const BOND_CLASS_CODES = new Set(['TQOB', 'TQCB', 'TQIR']);
const TRADE_TYPES = new Set([
'OPERATION_TYPE_BUY',
'OPERATION_TYPE_BUY_CARD',
'OPERATION_TYPE_SELL',
'OPERATION_TYPE_SELL_CARD',
'OPERATION_TYPE_BUY_MARGIN',
'OPERATION_TYPE_SELL_MARGIN',
'OPERATION_TYPE_DELIVERY_BUY',
'OPERATION_TYPE_DELIVERY_SELL',
]);
const BOND_REPAYMENT_TYPES = new Set([
'OPERATION_TYPE_BOND_REPAYMENT',
'OPERATION_TYPE_BOND_REPAYMENT_FULL',
]);
const INCOME_TYPES = new Set(['OPERATION_TYPE_COUPON', 'OPERATION_TYPE_DIVIDEND']);
const TAX_TYPES = new Set([
'OPERATION_TYPE_TAX',
'OPERATION_TYPE_BOND_TAX',
'OPERATION_TYPE_DIVIDEND_TAX',
'OPERATION_TYPE_TAX_CORRECTION',
'OPERATION_TYPE_TAX_CORRECTION_COUPON',
]);
const FEE_TYPES = new Set([
'OPERATION_TYPE_BROKER_FEE',
'OPERATION_TYPE_SERVICE_FEE',
'OPERATION_TYPE_MARGIN_FEE',
'OPERATION_TYPE_SUCCESS_FEE',
]);
const TRANSFER_INPUT_TYPES = new Set([
'OPERATION_TYPE_INPUT',
'OPERATION_TYPE_INPUT_SWIFT',
'OPERATION_TYPE_INPUT_ACQUIRING',
'OPERATION_TYPE_INP_MULTI',
]);
const TRANSFER_OUTPUT_TYPES = new Set([
'OPERATION_TYPE_OUTPUT',
'OPERATION_TYPE_OUTPUT_SWIFT',
'OPERATION_TYPE_OUTPUT_ACQUIRING',
'OPERATION_TYPE_OUT_MULTI',
]);
const SECURITY_TRANSFER_TYPES = new Set([
'OPERATION_TYPE_INPUT_SECURITIES',
'OPERATION_TYPE_OUTPUT_SECURITIES',
'OPERATION_TYPE_TRANS_IIS_BS',
'OPERATION_TYPE_TRANS_BS_BS',
]);
const OPERATION_TYPE_LABELS: Record<string, string> = {
OPERATION_TYPE_BUY: 'Покупка',
OPERATION_TYPE_BUY_CARD: 'Покупка',
OPERATION_TYPE_SELL: 'Продажа',
OPERATION_TYPE_SELL_CARD: 'Продажа',
OPERATION_TYPE_BUY_MARGIN: 'Покупка с маржой',
OPERATION_TYPE_SELL_MARGIN: 'Продажа с маржой',
OPERATION_TYPE_DELIVERY_BUY: 'Поставка покупки',
OPERATION_TYPE_DELIVERY_SELL: 'Поставка продажи',
OPERATION_TYPE_COUPON: 'Выплата купона',
OPERATION_TYPE_DIVIDEND: 'Дивиденды',
OPERATION_TYPE_BOND_REPAYMENT: 'Погашение облигации',
OPERATION_TYPE_BOND_REPAYMENT_FULL: 'Полное погашение облигации',
OPERATION_TYPE_TAX: 'Налог',
OPERATION_TYPE_BOND_TAX: 'Налог по облигациям',
OPERATION_TYPE_DIVIDEND_TAX: 'Налог на дивиденды',
OPERATION_TYPE_TAX_CORRECTION: 'Корректировка налога',
OPERATION_TYPE_TAX_CORRECTION_COUPON: 'Корректировка налога по купону',
OPERATION_TYPE_BROKER_FEE: 'Комиссия брокера',
OPERATION_TYPE_SERVICE_FEE: 'Комиссия за обслуживание',
OPERATION_TYPE_MARGIN_FEE: 'Комиссия за маржу',
OPERATION_TYPE_SUCCESS_FEE: 'Комиссия за результат',
OPERATION_TYPE_INPUT: 'Пополнение',
OPERATION_TYPE_OUTPUT: 'Вывод средств',
OPERATION_TYPE_INPUT_SECURITIES: 'Зачисление бумаг',
OPERATION_TYPE_OUTPUT_SECURITIES: 'Списание бумаг',
};
export const BROKER_OPERATION_TYPE_OPTIONS: ReadonlyArray<
Readonly<{ value: string; label: string }>
> = Object.freeze(
Object.entries(OPERATION_TYPE_LABELS)
.map(([value, label]) => Object.freeze({ value, label }))
.sort((left, right) => left.label.localeCompare(right.label, 'ru')),
);
const BROKER_OPERATION_TYPES = new Set(BROKER_OPERATION_TYPE_OPTIONS.map(({ value }) => value));
export function isBrokerOperationType(value: string | null): value is string {
return value !== null && BROKER_OPERATION_TYPES.has(value);
}
export function getBrokerPositionGroup(
position: Pick<BrokerPosition, 'instrumentType'>,
): BrokerPositionGroup {
const instrumentType = position.instrumentType?.toLowerCase();
if (instrumentType === 'share') return 'shares';
if (instrumentType === 'bond') return 'bonds';
return 'other';
}
export function getBrokerInstrumentPath(input: BrokerInstrumentLinkInput): string | null {
const ticker = input.ticker?.trim().toUpperCase();
if (!ticker) return null;
const instrumentType = input.instrumentType?.toLowerCase();
const classCode = input.classCode?.toUpperCase() ?? null;
if (instrumentType === 'share') {
return `/stocks/${encodeURIComponent(ticker)}`;
}
if (instrumentType === 'bond') {
return `/bonds/${encodeURIComponent(ticker)}`;
}
if (instrumentType) return null;
if (classCode && STOCK_CLASS_CODES.has(classCode)) return `/stocks/${encodeURIComponent(ticker)}`;
if (classCode && BOND_CLASS_CODES.has(classCode)) return `/bonds/${encodeURIComponent(ticker)}`;
return null;
}
export function getBrokerOperationTypeLabel(
operation: Pick<BrokerOperation, 'type' | 'description'>,
): string {
const knownLabel = OPERATION_TYPE_LABELS[operation.type];
if (knownLabel) return knownLabel;
if (operation.description) return operation.description;
return operation.type
.replace(/^OPERATION_TYPE_/, '')
.replace(/_/g, ' ')
.toLowerCase();
}
export function getBrokerOperationImpact(
operation: Pick<BrokerOperation, 'type' | 'category' | 'payment'>,
): BrokerOperationImpact {
if (
TRADE_TYPES.has(operation.type) ||
BOND_REPAYMENT_TYPES.has(operation.type) ||
SECURITY_TRANSFER_TYPES.has(operation.type)
) {
return 'neutral';
}
if (INCOME_TYPES.has(operation.type)) return 'adds';
if (TAX_TYPES.has(operation.type) || FEE_TYPES.has(operation.type)) return 'reduces';
if (TRANSFER_INPUT_TYPES.has(operation.type)) return 'adds';
if (TRANSFER_OUTPUT_TYPES.has(operation.type)) return 'reduces';
if (operation.category === 'tax' || operation.category === 'fee') return 'reduces';
if (operation.category === 'income' && (operation.payment?.value ?? 0) > 0) return 'adds';
return 'unknown';
}